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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,085 | $172,111+37.8% | $150,298+57.7% | $137,256+72.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.69% | 69.37%-59.7pp | 62.79%-53.1pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,274 | $4,636-72.5% | $4,154-69.3% | $4,156-69.4% |
| Participant deferral / active EE | $9,639 | $6,166+56.3% | $5,453+76.8% | $6,407+50.5% |
| Admin fee / account holder | $20,024 | $16,471+21.6% | $14,116+41.9% | $12,270+63.2% |